See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,859 | $95,803+11.5% | $113,168-5.6% | $84,808+26.0% |
| Participation rate | 60.8% | 72.9%-12.0pp | 76.6%-15.7pp | 68.3%-7.5pp |
| Annual return | 13.93% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,323 | $2,360-43.9% | $2,975-55.5% | $2,631-49.7% |
| Participant deferral / active EE | $4,294 | $4,242+1.2% | $5,107-15.9% | $4,212+2.0% |
| Admin fee / account holder | $8,018 | $8,989-10.8% | $12,068-33.6% | $7,344+9.2% |